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BlackRock Energy and Resources Trust
BGR

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$17.6M +$181K +16,210 +1%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$16.3M +$2.25M +201,055 +15%
AAM
3
Advisors Asset Management
Colorado
$14.6M -$549K -49,031 -10%
Invesco
4
Invesco
Georgia
$5.34M +$182K +16,222 +3%
Wells Fargo
5
Wells Fargo
California
$3.49M +$145K +12,976 +4%
WAM
6
Wolverine Asset Management
Illinois
$2.5M +$1.05M +94,072 +68%
UBS Group
7
UBS Group
Switzerland
$2.04M +$90.3K +8,070 +4%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.04M -$1.73M -154,567 -45%
Bank of America
9
Bank of America
North Carolina
$1.87M +$454K +40,561 +31%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.68M +$182K +16,305 +12%
Truist Financial
11
Truist Financial
North Carolina
$1.39M +$48.2K +4,309 +3%
QC
12
Quantedge Capital
Singapore
$965K +$325K +29,000 +48%
AA
13
AQR Arbitrage
Connecticut
$932K +$219K +19,610 +29%
AWS
14
Atria Wealth Solutions
New York
$921K +$956K +85,444 New
RJA
15
Raymond James & Associates
Florida
$920K +$29.4K +2,630 +3%
BCA
16
Bay Colony Advisors
Massachusetts
$851K – – –
CAN
17
Cetera Advisor Networks
California
$719K -$8.12K -725 -1%
Walleye Capital
18
Walleye Capital
New York
$666K -$89.8K -8,027 -11%
Stifel Financial
19
Stifel Financial
Missouri
$657K +$44.7K +3,997 +7%
LPL Financial
20
LPL Financial
California
$537K +$53.4K +4,769 +11%
DADC
21
D.A. Davidson & Co
Montana
$504K +$269 +24 +0.1%
1CP
22
1607 Capital Partners
Virginia
$449K +$466K +41,649 New
GC
23
Guggenheim Capital
Illinois
$402K +$15.9K +1,425 +4%
COLIM
24
City of London Investment Management
United Kingdom
$392K +$409K +36,501 New
AWM
25
Apollon Wealth Management
South Carolina
$374K +$11.5K +1,027 +3%
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